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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $89.9B AUM 2,644 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New 1206 Added 941 Reduced 235 Exited
Page 25 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GBX GREENBRIER COS INC Industrials 122,641.0 $6.5M 0.01% +881.0 +0.7% $52.65 -9.5%
482 FLIN FRANKLIN TEMPLETON ETF TR 191,459.0 $6.4M 0.01% +68K +55.2% $33.22 +3.5%
483 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 38,118.0 $6.3M 0.01% +9K +29.2% $165.14 +5.3%
484 PR PERMIAN RESOURCES CORP Energy 295,240.0 $6.3M 0.01% +47K +18.7% $21.32 -0.5%
485 TY TRI CONTL CORP Financial Services 198,736.0 $6.3M 0.01% +6K +3.1% $31.59 +8.6%
486 UAL UNITED AIRLS HLDGS INC Industrials 66,910.0 $6.2M 0.01% +10K +17.3% $92.05 -3.2%
487 VEEV VEEVA SYS INC Healthcare 35,006.0 $6.1M 0.01% +7K +24.0% $175.66 -7.0%
488 CCK CROWN HLDGS INC Consumer Cyclical 61,089.0 $6.1M 0.01% +4K +7.6% $100.63 -3.2%
489 VSGX VANGUARD WORLD FD 85,084.0 $6.1M 0.01% +2K +2.0% $71.97 +10.7%
490 DG DOLLAR GEN CORP Consumer Defensive 51,259.0 $6.1M 0.01% +15K +41.1% $119.02 -13.0%
491 NUE NUCOR CORP Basic Materials 35,998.0 $6.1M 0.01% +6K +19.0% $169.17 +31.1%
492 FEGE RBB FUND TRUST 127,631.0 $6.0M 0.01% +27K +27.4% $47.00 +6.4%
493 PSH PGIM ETF TR 119,653.0 $5.9M 0.01% +32K +36.5% $49.60 +0.8%
494 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 354,925.0 $5.9M 0.01% +11K +3.3% $16.69 -1.7%
495 EXTR EXTREME NETWORKS INC Technology 392,071.0 $5.9M 0.01% +4K +0.9% $15.08 +59.9%
496 IAUM ISHARES GOLD TR Financial Services 125,327.0 $5.9M 0.01% +45K +56.5% $46.70 -3.0%
497 GGG GRACO INC Industrials 68,992.0 $5.8M 0.01% +16K +31.3% $84.70 -11.1%
498 LSTR LANDSTAR SYS INC Industrials 36,245.0 $5.8M 0.01% +9K +34.5% $160.96 +13.2%
499 SGOL ETFS GOLD TR Financial Services 130,716.0 $5.8M 0.01% +2K +1.5% $44.62 -3.0%
500 CGNX COGNEX CORP Technology 115,974.0 $5.7M 0.01% +11K +10.8% $49.58 +27.8%
Page 25 of 61  ·  1,206 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 20.0%
Industrials 10.1%
Healthcare 8.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 2.0%
Real Estate 1.4%